Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
LEAVES OF GRASS FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 233
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LINCOLN, MA017730233
A Employer identification number

22-2824793
B Telephone number (see instructions)

(508) 358-2566
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$33,084,467
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 660,648 660,648  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 521,893
b Gross sales price for all assets on line 6a 3,655,698
7 Capital gain net income (from Part IV, line 2)... 521,893
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 308,060 308,060  
12 Total. Add lines 1 through 11........ 1,490,601 1,490,601  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 3,633 0   3,633
b Accounting fees (attach schedule)....... 35,092 0   35,092
c Other professional fees (attach schedule).... 94,268 94,268   0
17 Interest............... 40,478 40,478   0
18 Taxes (attach schedule) (see instructions)... 18,894 0   250
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 80,850 80,850   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 273,215 215,596   38,975
25 Contributions, gifts, grants paid....... 1,195,000 1,195,000
26 Total expenses and disbursements. Add lines 24 and 25 1,468,215 215,596   1,233,975
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 22,386
b Net investment income (if negative, enter -0-) 1,275,005
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,019,394 3,105,175 3,105,175
3 Accounts receivable right arrow1,749,611
Less: allowance for doubtful accounts right arrow   721,075 1,749,611 1,749,611
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 27,416,472 Click to see attachment
List of Attached Documents:
// Content
24,324,541
28,229,681
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 29,156,941 29,179,327 33,084,467
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 29,156,941 29,179,327
29 Total net assets or fund balances (see instructions)..... 29,156,941 29,179,327
30 Total liabilities and net assets/fund balances (see instructions). 29,156,941 29,179,327
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
29,156,941
2
Enter amount from Part I, line 27a .....................
2
22,386
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
29,179,327
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
29,179,327
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a FROM K-1'S P    
b BRECKINRIDGE P 2023-01-01 2023-12-31
c BRECKINRIDGE P 2014-01-01 2023-12-31
d HS MANAGEMENT P 2023-01-01 2023-12-31
e HS MANAGEMENT P 2014-01-01 2023-12-31
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a       414,633
b 186,349   188,651 -2,302
c 806,756   895,101 -88,345
d 1,714,643   1,707,774 6,869
e 947,950   756,912 191,038
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       414,633
b       -2,302
c       -88,345
d       6,869
e       191,038
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 521,893
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 17,723
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 17,723
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 17,723
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 49,795
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 49,795
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 32,072
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow32,072 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowBARBARA WHITE Telephone no.right arrow (508) 358-2566

Located atright arrowPO BOX 233LINCOLNMA ZIP+4right arrow01773
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
HENRY S WHITE TRUSTEE
0.00
0 0 0
P O Box 233
LINCOLN,MA01773
BARBARA WHITE TRUSTEE
0.00
0 0 0
P O Box 233
LINCOLN,MA01773
ELEANOR HERZOG TRUSTEE
0.00
0 0 0
P O Box 233
LINCOLN,MA01773
JAMES HERZOG TRUSTEE
0.00
0 0 0
P O Box 233
LINCOLN,MA01773
NOAH HERZOG TRUSTEE
0.00
0 0 0
P O Box 233
LINCOLN,MA01773
EVE ROBBINS TRUSTEE
0.00
0 0 0
P O Box 233
LINCOLN,MA01773
JARED WHITE TRUSTEE
0.00
0 0 0
P O Box 233
LINCOLN,MA01773
MIRANDA WHITE TRUSTEE
0.00
0 0 0
P O Box 233
LINCOLN,MA01773
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
CAMBRIDGE ASSOCIATES ADVISING 61,708
115 FEDERAL ST SUITE 2600
BOSTON,MA02110
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
29,340,265
b
Average of monthly cash balances.......................
1b
2,443,826
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
31,784,091
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
31,784,091
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
476,761
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
31,307,330
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,565,367
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,565,367
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
17,723
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
76
c
Add lines 2a and 2b............................
2c
17,799
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,547,568
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,547,568
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,547,568
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
1,233,975
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,233,975
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2022
(c)
2022
(d)
2023
1 Distributable amount for 2023 from Part X, line 7 1,547,568
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 1,192,862
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,233,975
a Applied to 2022, but not more than line 2a 1,192,862
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2023 distributable amount..... 41,113
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 ..........
1,506,455
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

ACADIA CENTER

15 COURT SQUARE SUITE 1000 FLOOR 10
BOSTON,MA02108
NONE EXEMPT CHARITABLE 5,000

ACLU NATIONAL

125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004
NONE EXEMPT CHARITABLE 5,000

ACLU PRISON PROJECT

125 BROAD STREET 18TH FLOOR
NEW YORK,NY10004
NONE EXEMPT CHARITABLE 5,000

ALAN STEVENSON SCHOOL

132 E 78th St
NEW YORK,NY10075
NONE EXEMPT CHARITABLE 12,500

AMAZON WATCH

520 3RD STREET SUITE 108
OAKLAND,DC94607
NONE EXEMPT CHARITABLE 5,000

AMERICAN BIRD CONSERVANCY

4249 LOUDOUN AVE
THE PLAINS,VA20198
NONE EXEMPT CHARITABLE 5,000

AMPHIBIAN AND REPTILE CONSERVANCY

6844 BARDSTOWN RD SUITE 677
LOUISVILE,KY40291
NONE EXEMPT CHARITABLE 5,000

ANDREW GOODMAN FOUNDATION

55 EXCHANGE PLACE SUITE 402
NEW YORK,NY10005
NONE EXEMPT CHARITABLE 3,000

ANIMAL MEDICAL CENTER

510 EAST 62ND ST
NEW YORK,NY10065
NONE EXEMPT CHARITABLE 5,000

ANIMAL WELFARE INSTITUTE

900 PENNSYLVANIA AVE SE
WASHINGTON,DC20003
NONE EXEMPT CHARITABLE 30,000

ATLANTIC MARINE CONSERVATION SOCIETY

PO BOX 932
HAMPTON BAYS,NY11946
NONE EXEMPT CHARITABLE 4,000

AVENUES FOR JUSTICE

100 CENTRE STREET ROOM 1541
NEW YORK,NY10013
NONE EXEMPT CHARITABLE 9,000

BARD PRISON INITIATIVE

ANNANDALE ON HUDSON PO BOX 5000
RED HOOK,NY12571
NONE EXEMPT CHARITABLE 4,000

BOSTON SYMPHONY ORCHESTRA

301 MASSACHUSETTS AVE
BOSTON,MA02115
NONE EXEMPT CHARITABLE 3,000

BREAKTHROUGH INSTITUTE

436 14TH ST Suite 820
OAKLAND,CA94612
NONE EXEMPT CHARITABLE 100,000

BRENNAN CENTER FOR JUSTICE

120 BROADWAY 1750
NEW YORK,NY10271
NONE EXEMPT CHARITABLE 2,000

BULLETIN OF THE ATOMIC SCIENTISTS

PO BOX 15461
CHICAGO,IL60615
NONE EXEMPT CHARITABLE 10,000

CARBON CYCLE INSTITUTE

245 KENTUCKY ST SUITE A
PETALUMA,CA94952
NONE EXEMPT CHARITABLE 20,000

CEDARS SINAI HOSPITAL

6500 WILSHIRE BLVD SUITE 1600
LOS ANGELES,CA90048
NONE EXEMPT CHARITABLE 5,000

CENTER FOR CARBON REMOVAL - CARBON180

1140 3RD STREET NE
WASHINGTON,DC20002
NONE EXEMPT CHARITABLE 10,000

CENTER FOR INTRNL ENVIR LAW

1101 15TH ST NW 11TH FLOOR
WASHINGTON,DC20005
NONE EXEMPT CHARITABLE 10,000

CENTER FOR REPRODUCTIVE RIGHTS

199 WATER STREET 22ND FLOOR
NEW YORK,NY10038
NONE EXEMPT CHARITABLE 2,000

CENTER FOR TRANSFORMATIVE ACTION

PO BOX 760
ITHACA,NY14850
NONE EXEMPT CHARITABLE 4,000

CHARLESTOWN LAND TRUST

PO BOX 1387
CHARLESTOWN,RI02813
NONE EXEMPT CHARITABLE 2,000

COALITION FOR RAINFOREST NATIONS

52 VANDERBILT AVE 14TH FLOOR SUITE
1401
NEW YORK,NY10003
NONE EXEMPT CHARITABLE 18,500

COASTAL MOUNTAIN LAND TRUST

101 MT BATTIE ST
CAMDEN,ME04843
NONE EXEMPT CHARITABLE 3,000

CODMAN COMMUNITY FARM

58 CODMAN RD
LINCOLN,MA01773
NONE EXEMPT CHARITABLE 13,000

COMMUNITY SERVINGS

18 MARBURY TERRACE
JAMAICA PLAIN,MA02130
NONE EXEMPT CHARITABLE 6,000

COMPASSION IN WORLD FARMING

211 E 43RD ST
NEW YORK,NY11017
NONE EXEMPT CHARITABLE 9,700

CONANICUT ISLAND LAND TRUST

PO BOX 106
JAMESTOWN,RI02835
NONE EXEMPT CHARITABLE 2,000

CONSERVATION LAW FOUNDATION

62 SUMMER STREET
BOSTON,MA02110
NONE EXEMPT CHARITABLE 3,000

CROSS MILLS PUBLIC LIBRARY

PO BOX 1680
CHARLESTOWN,RI02813
NONE EXEMPT CHARITABLE 5,000

EARTH JUSTICE

48 WALL STREET 15TH FLOOR
NEW YORK,NY10005
NONE EXEMPT CHARITABLE 40,000

EARTHWORKS

1612 K ST NW SUITE 904
WASHINGTON,DC20006
NONE EXEMPT CHARITABLE 25,000

ENTERPRISE COMMUNITY PARTNERS (COME HOME NYC)

1 WHITEHALL STREET 11TH FLOOR
NEW YORK,NY10004
NONE EXEMPT CHARITABLE 3,000

ENVIRONMENTAL INTEGRITY PROJECT

1000 VERMONT AVENUE NW 11TH FLOOR
WASHINGTON,DC20005
NONE EXEMPT CHARITABLE 2,000

ENVISION FREEDOM FUND

81 COURT ST 6TH FLOOR
BROOKLYN,NY11201
NONE EXEMPT CHARITABLE 10,500

EVIDENCE ACTION

PO BOX 65480
WASHINGTON,DC20035
NONE EXEMPT CHARITABLE 2,000

FAIR ELECTION CENTER

PO BOX 66
MARIETTA,OH45750
NONE EXEMPT CHARITABLE 5,000

FAMILY VAN

ALUMNI AFFAIRSS AND DEVELOPMENT-
FAMILY VAN PO BOX 419720
BOSTON,MA02215
NONE EXEMPT CHARITABLE 2,000

FARM SANCTUARY

PO BOX 150
WATKINS GLEN,NY14891
NONE EXEMPT CHARITABLE 6,000

FLORENCE PROJECT

PO BOX 86299
TUCSON,AZ85754
NONE EXEMPT CHARITABLE 10,000

FOODBANK FOR NYC

39 BROADWAY 10TH FLOOR
NEW YORK,NY10006
NONE EXEMPT CHARITABLE 1,000

FREEDOM FOR IMMIGRANTS

440 N Barranca Ave 6382
COVINA,CA91723
NONE EXEMPT CHARITABLE 18,500

FRIENDS OF THE ANIMALS

777 POST ROAD SUITE 205
DARIEN,CT06820
NONE EXEMPT CHARITABLE 5,000

FROSTY DREW OBSERVATORY

PO BOX 160
CHARLESTOWN,RI02813
NONE EXEMPT CHARITABLE 100,000

FRUIT TREE PLANTING FOUNDATION

PO BOX 81881
PIITSBURGH,PA15217
NONE EXEMPT CHARITABLE 7,500

FUTURE OF LIFE INSTITUTE

933 MONTGOMERY AVE 1012
NARBETH,PA19072
NONE EXEMPT CHARITABLE 2,000

GIVE DIRECTLY

PO BOX 3221
NEW YORK,NY10008
NONE EXEMPT CHARITABLE 7,000

GOOD FOOD INSTITUTE

PO BOX 96503 PMB 4019
WASHINGTON,DC20090
NONE EXEMPT CHARITABLE 10,000

GREATER BOSTON FOODBANK

70 SOUTH BAY AVENUE
BOSTON,MA02118
NONE EXEMPT CHARITABLE 115,000

GROUNDSWELL INTERNATIONAL

2101 L ST NW SUITE 300
WASHINGTON,DC20037
NONE EXEMPT CHARITABLE 1,000

HARVARD COLLEGE

124 MOUNT AUBURN STREET
CAMBRIDGE,MA02138
NONE EXEMPT CHARITABLE 4,000

HAVERFORD COLLEGE ENVIRONMENTAL STUDIES

370 LANCASTER AVENUE
HAVERFORD,PA19041
NONE EXEMPT CHARITABLE 2,000

HUMANE FARMING ASSOCIATION

36 WOODLAND AVE
SAN RAFAEL,CA94901
NONE EXEMPT CHARITABLE 1,000

IMMIGRANT JUSTICE CORPS

17 BATTERY PL SUITE 1234
NEW YORK,NY10013
NONE EXEMPT CHARITABLE 50,000

INNOCENCE PROJECT

40 WORTH STREET SUITE 701
NEW YORK,NY10013
NONE EXEMPT CHARITABLE 2,500

INTERNATIONAL MEDICAL CORPS

12400 WILSHIRE BLVD SUITE 1500
LOS ANGELES,CA90025
NONE EXEMPT CHARITABLE 2,500

INTERNATIONAL RESCUE COMMITTEE

PO BOX 6068
ALBERT LEA,MN56007
NONE EXEMPT CHARITABLE 50,000

JAMESTOWN ARTS CENTER

PO BOX 97
JAMESTOWN,RI02835
NONE EXEMPT CHARITABLE 10,000

JUNGLEKEEPERS

21701 STEVENS CREEK BLVD UNIT 1753
CUPERTINO,CA95015
NONE EXEMPT CHARITABLE 20,000

KIDS CLOTHES CLUB

108 UPLAND ROAD
BROOKLINE,MA02445
NONE EXEMPT CHARITABLE 2,000

KIDS IN NEED OF DEFENSE

1201 L STREET NW FLOOR
WASHINGTON,DC20005
NONE EXEMPT CHARITABLE 2,000

KISS THE GROUND

PO Box 515381 PMB 63508
LOS ANGELES,CA90051
NONE EXEMPT CHARITABLE 2,000

LA FOODBANK

1734 EAST 41ST STREET
LOS ANGELES,CA90058
NONE EXEMPT CHARITABLE 3,000

MAKE THE ROAD NY

PO BOX 73
BRENTWOOD,NY11717
NONE EXEMPT CHARITABLE 2,000

MALDEF

634 SOUTH SPRING STREET
LOS ANGELES,CA90014
NONE EXEMPT CHARITABLE 20,000

MARIN AGRICULTURAL LAND TRUST

PO BOX 809
POINT REYES STATION,CA94956
NONE EXEMPT CHARITABLE 7,000

MASSACHUSETTS GENERAL HOSPITAL

125 NASHUA ST SUITE 540
BOSTON,MA02114
NONE EXEMPT CHARITABLE 5,000

NARAL PRO-CHOICE AMERICA FOUNDATION

1725 EYE ST NW SUITE 900
WASHINGTON,DC20006
NONE EXEMPT CHARITABLE 10,000

NATIONAL DIAPER BANK NETWORK

155 EAST STREET SUITE101
NEW HAVEN,CT06511
NONE EXEMPT CHARITABLE 5,000

NATIVE SONGBIRD CARE AND CONSERVATION

8050 ELPHICK RD
SEBASTOPOL,CA95472
NONE EXEMPT CHARITABLE 1,500

NEW YORK CITY AUDOBON

71 W 23RD ST STE 1523
NEW YORK,NY10010
NONE EXEMPT CHARITABLE 8,500

NEW YORK IMMIGRATION COALITION

131 WEST 33RD STREET
NEW YORK,NY10003
NONE EXEMPT CHARITABLE 10,000

NEW YORK PRESBYTERIAN - TURN 2 US

850 3RD AVENUE -12TH FLOOR
NEW YORK,NY10022
NONE EXEMPT CHARITABLE 11,000

NEW YORK PRESBYTERIAN HOSPITAL- GENERAL FUND

850 3RD AVENUE -12TH FLOOR
NEW YORK,NY10022
NONE EXEMPT CHARITABLE 3,000

NEW YORK PRESBYTERIAN HOSPITAL Lang Program

850 3RD AVENUE -12TH FLOOR
NEW YORK,NY10022
NONE EXEMPT CHARITABLE 3,000

NORMAN BIRD SANCTUARY

583 3rd Beach Rd
Middletown,RI02842
NONE EXEMPT CHARITABLE 7,000

NY FESTIVAL OF SONG

209W 29TH STREET SUITE 6108
NEW YORK,NY10001
NONE EXEMPT CHARITABLE 2,000

OCEAN CONSERVANCY

1300 19TH ST NW STE 800
WASHINGTON,DC20036
NONE EXEMPT CHARITABLE 5,000

PENOBSCOT RIVER PADDLING TRAIL

210 OAK HILL RD
SWANVILLE,ME04915
NONE EXEMPT CHARITABLE 1,000

PLANNED PARENTHOOD

1055 COMMONWEALTH AVE
BOSTON,MA02115
NONE EXEMPT CHARITABLE 2,000

POETS IN NEED

PO BOX 5411
BERKELY,CA94705
NONE EXEMPT CHARITABLE 5,000

PRISON POLICY INITIATIVE

69 GARFIELD AVE
EASTHAMPTON,MA01027
NONE EXEMPT CHARITABLE 5,000

RAILS TO TRAILS CONSERVANCY

2445 M ST NW SUITE 650
WASHINGTON,DC20037
NONE EXEMPT CHARITABLE 2,000

RAINFOREST FOUNDATION

PO BOX 26908
BROOKLYN,NY11202
NONE EXEMPT CHARITABLE 4,000

RAINFOREST TRUST

PO BOX 841
WARRENTON,VA20188
NONE EXEMPT CHARITABLE 3,000

REFUGEE DREAM CENTER

747 BROAD ST
PROVIDENCE,RI02907
NONE EXEMPT CHARITABLE 3,000

REVIVE & RESTORE

1505 BRIDGEWAY SUITE 203
SAUSILITO,CA94965
NONE EXEMPT CHARITABLE 5,000

RHODE ISLAND BICYCLE COALITION

PO BOX 2454
PROVIDENCE,RI02906
NONE EXEMPT CHARITABLE 7,000

RIVERKEEPER

20 SECOR ROAD
OSSINING,NY10562
NONE EXEMPT CHARITABLE 2,500

SAFE PASSAGE PROJECT

185 WEST BROADWAY
NEW YORK,NY10013
NONE EXEMPT CHARITABLE 3,000

SAVE THE BAY CENTER

100 SAVE THE BAY DRIVE
PROVIDENCE,NY02905
NONE EXEMPT CHARITABLE 15,000

SAVE THE CHILDREN

501 KINGS HIGHWAY EAST SUITE 400
FAIRFIELD,CT06825
NONE EXEMPT CHARITABLE 8,000

SHARE THE HARVEST FARM

PO BOX 181
EAST HAMPTON,CA11937
NONE EXEMPT CHARITABLE 10,000

SOLAR SISTER

94 INTERPROMONTORY RD
GREAT FALLS,VA22066
NONE EXEMPT CHARITABLE 10,000

SOUTH KINGSTON LAND TRUST

17 MATUNUCK BEACH RD
SOUTH KINGSTOWN,RI02879
NONE EXEMPT CHARITABLE 5,000

SUDBURY VALLEY TRUSTEES

18 WOLBACH RD
SUDBURY,MA01776
NONE EXEMPT CHARITABLE 30,300

THE BAIL PROJECT

PO BOX 102592
PASADENA,CA91189
NONE EXEMPT CHARITABLE 5,000

THE BEE CONSERVANCY

1632 1ST AVE 28748
NEW YORK,NY10128
NONE EXEMPT CHARITABLE 2,000

THE HUMANE LEAGUE

PO BOX 10476
ROCKVILLE,MD20849
NONE EXEMPT CHARITABLE 2,500

THE LAND INSTITUTE

2440 E WATER WELL RD
LOS ANGELES,CA90058
NONE EXEMPT CHARITABLE 3,000

TREES NEW YORK

100 GOLD ST 3100
NEW YORK,NY10038
NONE EXEMPT CHARITABLE 2,500

UNION OF CONCERNED SCIENTISTS

TWO BRATTLE SQUARE
CAMBRIDGE,MA02138
NONE EXEMPT CHARITABLE 2,500

UPWARDLY GLOBAL

505 8TH AVENUE SUITE 1100
NEW YORK,NY10018
NONE EXEMPT CHARITABLE 4,000

VILLAGE ENTERPRISE

751 LAUREL STREET
SAN CARLOS,CA94070
NONE EXEMPT CHARITABLE 2,500

VIOLENCE POLICY CENTER

805 15TH STREET NW SUITE 601
WASHINGTON,DC20005
NONE EXEMPT CHARITABLE 5,000

WATER AID AMERICA

233 BROADWAY
NEW YORK,NY10279
NONE EXEMPT CHARITABLE 15,000

WATERKEEPER ALLIANCE

180 MAIDEN LN STE 603
NEW YORK,NY10038
NONE EXEMPT CHARITABLE 10,000

WEILL CORNELL MEDICAL CHILDREN'S HEALTH COUNCIL

OFICE OF EXT AFFAIRS PO BOX 22497
NEW YORK,NY10087
NONE EXEMPT CHARITABLE 5,000

WEILL CORNELL MEDICAL DR MELISSA FREY RESEARCH

1300 YORK AVE BOX 314
NEW YORK,NY10065
NONE EXEMPT CHARITABLE 1,000

WESTSIDE FOOD BANK

1710 22ND STREET
SANTA MONICA,CA90404
NONE EXEMPT CHARITABLE 15,000

WILDLIFE ALLIANCE

1441 BROADWAY
NEW YORK,NY10018
NONE EXEMPT CHARITABLE 50,000
Total .................................right arrow 3a 1,195,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
         
4 Dividends and interest from securities ....     14 660,648  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 308,060  
8 Gain or (loss) from sales of assets other than
inventory ............
    14 521,893  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,490,601 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,490,601
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
LEAVES OF GRASS FUND
EIN:
22-2824793
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 35,092 0   35,092

TY 2023 InvestmentsOtherSchedule2
Name:
LEAVES OF GRASS FUND
EIN:
22-2824793
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ATALAYA EVERGREEN LP AT COST 595,209 654,033
HS MANAGEMENT AT COST 3,244,602 3,937,993
MELLON CUST EQUITIES AT COST 2,947,036 2,941,257
NYES LEDGE CAPITAL PARTNERS AT COST 3,018,639 3,468,060
SOLA I AT COST 537,293 592,693
VANGUARD LONG TERM TREASURY AT COST 1,032,034 748,809
ABDIEL AT COST 120,619 1,910,464
GQG PARTNERS AT COST 1,875,566 2,307,684
ATALAYA IV AT COST 30,869 19,619
CITY OF LONDON - EMERGING MARKETS AT COST 1,088,147 1,045,294
CITY OF LONDON - CA ALL WORLD EX US AT COST 2,833,775 2,978,302
BRECKINRIDGE AT COST 4,843,428 4,550,836
ATALAYA V AT COST 398,159 386,582
BENEFIT STREET AT COST 149,671 79,552
AETOS CAPITAL OPPS AT COST 1,500,000 2,471,058
BANNER RIDGE V AT COST 109,494 137,445

TY 2023 LegalFeesSchedule
Name:
LEAVES OF GRASS FUND
EIN:
22-2824793
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 3,633 0   3,633


TY 2023 OtherExpensesSchedule
Name:
LEAVES OF GRASS FUND
EIN:
22-2824793
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FROM K-1'S 80,850 80,850   0


TY 2023 OtherIncomeSchedule2
Name:
LEAVES OF GRASS FUND
EIN:
22-2824793
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
FROM K-1'S 308,060 308,060 308,060


TY 2023 OtherProfessionalFeesSchedule
Name:
LEAVES OF GRASS FUND
EIN:
22-2824793
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES & SUBSCRIPTIONS 94,268 94,268   0


TY 2023 TaxesSchedule
Name:
LEAVES OF GRASS FUND
EIN:
22-2824793
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD 10,644 0   0
FEDERAL AND STATE TAXES PAID 8,250 0   250